Disney+ seems like a force to be reckoned with. I'm not really sure how Netflix can compete with the IP that Disney has.
I don't doubt they will get a ton of mileage out of that but I hit the boundaries of Disney+ way faster than Prime Video or Netflix.
Netflix seems like it has to keep treading water (Producing more original shows) to keep up.
But yes, Disney+ is definitely a strong contender, specially with Marvel and Lucasfilms in their possession.